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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
551
Lane & Associates
New Jersey
$380K +$87.7K +843 +30%
BWM
552
Baystate Wealth Management
Massachusetts
$378K +$6.87K +66 +2%
GWM
553
Geneos Wealth Management
Colorado
$378K +$56.6K +544 +18%
AFM
554
Armstrong Fleming & Moore
District of Columbia
$375K +$375K +3,605 New
CL
555
Choreo LLC
Illinois
$373K -$111K -1,068 -23%
DWA
556
Delap Wealth Advisory
Oregon
$371K -$367K -3,528 -50%
RI
557
Rinkey Investments
California
$368K +$77K +740 +26%
WA
558
Wealthstream Advisors
New York
$367K +$367K +3,530 New
BA
559
Ballast Advisors
Minnesota
$367K +$22.4K +215 +6%
ACM
560
Antonetti Capital Management
Florida
$366K +$416 +4 +0.1%
DC
561
DeDora Capital
California
$365K +$1.98K +19 +0.5%
FA
562
Financial Alternatives
California
$364K
FHA
563
Flagship Harbor Advisors
Massachusetts
$363K +$624 +6 +0.2%
KCM
564
KM Capital Management
Texas
$355K -$473K -4,549 -57%
AWM
565
Apollon Wealth Management
South Carolina
$355K +$97.8K +940 +38%
SAG
566
Spotlight Asset Group
Illinois
$354K -$198K -1,899 -36%
NCM
567
NCM Capital Management
New Jersey
$354K +$354K +3,400 New
FWM
568
Fairhaven Wealth Management
Illinois
$354K +$354K +3,398 New
GL
569
Graypoint LLC
New York
$352K
GKIM
570
GW&K Investment Management
Massachusetts
$347K -$8.83K -85 -2%
FG
571
Foster Group
Iowa
$342K -$50.1K -482 -13%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$342K +$258K +2,484 +310%
CAG
573
Csenge Advisory Group
Florida
$337K -$90.5K -870 -21%
GWMIA
574
Global Wealth Management Investment Advisory
Florida
$336K +$832 +8 +0.2%
Fidelity Investments
575
Fidelity Investments
Massachusetts
$334K +$219K +2,105 +191%